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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,064 | $174,379-4.8% | $152,093+9.2% | $138,895+19.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.20% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $11,063 | $4,652+137.8% | $4,175+165.0% | $4,194+163.8% |
| Participant deferral / active EE | $36,092 | $6,159+486.0% | $5,451+562.1% | $6,396+464.3% |
| Admin fee / account holder | $5,672 | $16,880-66.4% | $14,497-60.9% | $12,562-54.9% |